We’re excited to announce the addition of in Apptoto. This new tool is designed to give you more insights into how your prospective and current customers are engaging with your emails.

With Email Open Tracking, you’ll be able to understand which emails are being opened, which are being ignored, and who is most likely to engage with them.

Discover which emails your audience opens and engages with most often so you can tailor your appointment reminder sequences appropriately. For example, clients might open a booking confirmation email and the first appointment reminder email but ignore the second and third reminder emails.

Identify and remove unengaged contacts to maintain a healthy email list (especially important for Campaigns). Likewise, if you find a client regularly ignores all emails but engages with texts or voice calls, you can set their contact preferences accordingly.

If a client reports not receiving an appointment-related email, you’ll be able to access reporting showing if they opened the email or not.

Implementing email open tracking is simple and quick. This feature is

Once you’ve enabled Open Tracking, Apptoto will begin recording data for every email you send. That reporting can be found under the “Tools” section > “Log” tab. The log will show the following email tracking data:

Email open data is powerful information to have to optimize your appointment reminders and Campaigns, and we are excited about the insights this tool unlocks. However, it is important to note that some email solutions/apps (aka email clients) may prevent email tracking, slightly affecting Apptoto’s data precision. Nevertheless, we believe these insights are a powerful tool in your email strategy!

For more information, including details on email open rates, please check our “Tracking Email Opens” knowledge base article or contact our expert Customer Support team.

Ever been annoyed by an unexpected text message (or five) during the busiest part of your workday? We get it, and so do your clients. That’s why laws like the Telephone Consumer Protection Act (TCPA) require businesses to obtain consent to send marketing text messages to current and prospective customers or risk costly fines.

Apptoto has introduced a simple solution to help your business collect consent from clients to text them appointment reminders and other messages. This update allows your company to comply with the latest regulations, builds trust and transparency with clients, and helps improve customer engagement.

Apptoto makes it simple to send initial consent messages to your clients before you text them their first appointment booking confirmation or reminder. The message informs your clients that your business uses Apptoto to send appointment reminders and allows them to opt out by replying STOP. If clients do not respond, they’ll receive texts. If clients reply STOP, they’ll be placed on your Text Opt-Out List and receive voice or email reminder messages instead.

Taking client consent a step further, Apptoto also allows you to require double opt-in. Clients must reply “YES” to opt into receiving texts from your business, ensuring that only those who are genuinely interested and engaged receive your messages.

Navigate to your tab and settings in Apptoto. Find the “Initial Consent Message” section and click the checkbox to automatically send a consent message to new contacts before they receive their first reminder. Update the consent message and preview it before saving your changes.

In the same “Initial Consent Message” section, you can activate the double opt-in feature by checking “Require Double Opt-in before sending actual messages.” The Double Opt-In message requires the recipient to respond “YES” if they want to receive your text messages. If they answer no or do not respond, they will not receive any text messages from your business (appointment reminder or otherwise).

For more information, please check out our latest blog on text messaging consent or visit our step-by-step walkthrough on implementing initial consent and double-opt-in in our Knowledge Base. Please contact our support team or visit our Help Center for further assistance.

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THIS INFORMATION IS NOT TO BE USED AS A SUBSTITUTE FOR LEGAL COUNSEL. You are responsible for abiding by federal and state laws applicable to your use of Apptoto (Go-Cort, Inc.) services. Please refer to the Terms of Service and EULA for more information.

If your business utilizes Salesforce, you know that converting a lead to an opportunity is a critical step in the sales process. It indicates that a lead has become a concrete prospect that a sales representative should actively pursue.

That’s why we’re excited to announce that Salesforce leads can now be automatically converted to opportunities if they book an appointment via an Apptoto booking page. This update helps teams streamline the sales process and ensures reps can act immediately on qualified, engaged opportunities.

To convert a lead to an opportunity after a person schedules an appointment, you’ll first need to sync your Salesforce Calendar and your Salesforce Leads Address Book to Apptoto.

In step 5, Apptoto will default to utilizing "Closed - Converted" for the New Lead Status name. To check if your company utilizes a different naming convention (and/or if testing fails) follow the directions in this Salesforce Help Article.

Moving forward, when a Salesforce Leads books an appointment with you, they’ll be updated to a Contact and a new Opportunity will be created. You’ll be able to view their upcoming appointment on their Contact record, as well as on your Calendar tab.

For more information, please check out the help articles above or contact our expert Customer Support team.

We're excited to introduce Conditional Fields to Apptoto’s Online Scheduling forms.

With Conditional Fields, your clients’ responses to certain questions can trigger additional fields to appear on your booking forms. This helps you gather necessary information from clients without having to present them with a huge list of fields upfront (that may not be relevant to them).

After a client selects their preferred appointment type and time on your Apptoto booking page, they’re directed to fill out a form with information about themselves or their visit (such as their name, phone number, and email). They must enter this information before they can submit their booking.

These are Form Fields. You can choose to use Apptoto’s standard Form Fields or create “Custom Fields” to collect information unique to your business needs.

Conditional Fields are Form Fields that will only appear after a client enters a specific answer into one of your “Custom Fields.” An example of when you might use a Conditional Field is if you need to collect more information about customer preferences or needs.

For example, when a client indicates they want to book a Massage at a Spa, a new conditional field could appear asking them to note any skin allergies or sensitivities they have. If they booked a manicure or pedicure, the Spa could choose not to display any additional fields.

You can add Conditional Form fields in Apptoto by navigating to the “Booking Pages” tab > “Form Fields” tab.

Conditional Form fields only trigger off of Custom Fields. So, if you don’t already have at least one Custom Field set up, follow the directions found in our Form Fields Knowledge Base article to do so. Then:

Once you add your Conditional Fields, we suggest testing your booking process in Preview Mode to ensure your forms behave as you expect!

For more information, please review our Form Fields Knowledge Base article or connect with our expert Customer Support team.

Starting today, all emails sent on behalf of your business to your customers by Apptoto will include a “One-Click Unsubscribe” button.

This includes all individual emails, bulk campaign emails, and appointment reminder emails (including booking confirmations, follow-ups, etc.).

Apptoto is adding a one-click unsubscribe button to all emails to help assist our customers in meeting new email authentication rules established by Google and Yahoo that go into effect in February 2024.

Beginning next month, Google and Yahoo will require bulk email senders to meet guidelines designed to make inboxes safer and reduce spam, phishing attacks, and spoofing. A business is considered a bulk email sender if it sends over 5000 email messages to Gmail or Yahoo inboxes daily.

The three major requirements established by Google and Yahoo mean that businesses must:

Apptoto will continue to inform you about any new updates we release surrounding Google’s and Yahoo’s email authentication requirements. If you have any questions or concerns, please reach out to Customer Success at support@apptoto.com.

We've made two updates to Apptoto that make it simpler for you to search appointments by custom and standard fields.

Previously, if you wanted to search all of your appointments in Apptoto to see which contained a certain custom field, you needed to append "custom.event" before your search. For example, searching for an appointment that had a custom field of "clinic" set to the Pocatello location might look like this:

Now, you can simply search , and Apptoto will return any results with the custom field and matching result.

We've also upgraded the filtering functionality. Now, when you click Filter and select any field name, Apptoto will return the most popular results for that field.

In our example above, imagine you have four upcoming appointments at your Twin Falls location, and one at your Pocatello location. When you filter by "clinic," your results will look like this:

To see both these updates in action, check out the short video below:

We're always on the lookout for ways to improve our Booking Page experience for both our customers and their clients. Helping you generate useful, beautiful custom appointment scheduling pages helps your business attract, gain, and retain more clients. That’s why we're excited to announce 6 new Apptoto platform updates that make creating and editing booking pages simpler and faster.

While we highlighted the biggest changes above, we also wanted to mention a few more features we don’t want you to miss:

Check out our most recent booking page improvement blog post and our knowledge base for more in-depth details about these changes, or contact our Customer Support team if you have any questions.

You know that keeping your clients informed about their upcoming appointments is vital to your business, and they need the right information to arrive on time and prepared. It’s a big reason why you use Apptoto! That’s why we’re excited to announce that Apptoto’s adding another tool to help you connect with clients: AI-powered appointment message translation.

Your clients are more likely to engage with your reminders, confirm their visits, and show up on time if you send appointment messages in their primary language. But if you don’t write fluently in multiple languages, the idea of translating your appointment messages can be a scary prospect.

Let Apptoto’s AI do it for you! With a few clicks, you can translate your custom text messages, emails, and auto-replies into five languages: English (US, UK, Australia, European), Dutch, French, Spanish, and German with just a click.

You can generate multilingual appointment messages on the “Appointment Auto Messages” and “Templates” tab. Choose the text or email message you want to edit, and use the “Language” selector to choose a new language for your message. AI will do the rest. Check out our blog on appointment message translation for a full walk-through of our newest translation feature, and please don’t hesitate to reach out to our Customer Success team with any questions or feedback!

Did you know that you can track visitors to your Booking Pages and "Booked Appointment" events by embedding your Google Analytics Tag Manager (GTM) container in Apptoto?

Better understand your prospects' and clients' actions on your booking pages by using Apptoto's Google Analytics integration.

Previously, Apptoto allowed you to add your Google ID and Primary Domains to track visits to your booking pages. However, as of July 1, 2023, Google has deprecated Universal Analytics (UA) in favor of Google Analytics 4 (GA4). This means that traffic to your Universal Analytics property likely stopped tracking on or around July 1, 2023.

To track visits to your Apptoto booking pages using GTM and GA4:

To find your Container ID/Tag ID in Google Tag Manager, navigate to your Tags page and find the Tag ID for your GA4 property.

Make sure you have your Google Analytics 4 configuration set up properly in Google Tag Manager before entering the Container ID. Learn more about setting up your GA4 configuration using GTM here.

Two-factor authentication (2FA) is a powerful tool that helps secure your business's sensitive information against digital attacks. But, if your team members do not adopt 2FA as well, it can create security vulnerabilities that undermine your entire system.

That's why we're excited to announce that we've upgraded Apptoto's 2FA functionality for multi-user accounts. Apptoto account “Full” users and Group Admins can now explicitly require some or all users associated with their account(s) to utilize two-factor authentication.

In order to set user-specific 2FA requirements, 2FA must first be enabled at the . This will allow you to require 2FA for other users that belong to your Apptoto account, whether they are "additional logins" on the primary account or have their own subaccounts.

2FA can be enabled at the account level under the Settings > Account & Billing tab or by clicking your user name in the top-right-hand corner and then selecting "Configure 2FA." Detailed instructions for configuring 2FA can be found in our Knowledge Base.

Once 2FA is enabled at the account level, navigate to the Settings >User page and toggle the "Require two-factor authentication on all accounts" to "on." The next time any users associated with the primary account (or subaccounts) log in, they will be required to set up 2FA.

It's also possible to require 2FA for some, but not all, users associated with your account. First, navigate to Settings > Users. Select the "Edit" user button to the right of the user's login. On the "Edit" screen that appears, click the checkbox next to "Require two factor authentication" and then "Save." Apptoto will prompt the individual user to set up 2FA the next time they log in.

We're excited to bring this additional layer of security to your Apptoto account, and we can't wait to hear what you think. Learn more about all our 2FA functionality in our knowledge base, and of course, we invite you to contact support@apptoto.com if you have any questions or need further assistance!